Manager · National
CliftonLarsonAllen LLP · Portland, Oregon
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Lead and review tax engagements and advise high net worth clients on income gift and estate tax planning.
Worth knowing: EA or JD accepted in lieu of CPA
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is looking to hire a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office! As a Tax Manager/Director, you will: Collaborate with robust team dedicated to serving high net worth clients Consult with clients on income, gift and estate tax planning. Lead, supervise, and review tax engagements typical for high-net-worth clients, including complex individual, trust, gift and pass-through entities. Develop and train team members to help them build inspired careers. Foster and build opportunities for our clients, communities, and people. Participate in local industry-leading events and trainings. What you will need: 6 years of relevant experience required. Experience in professional accounting, finance, or related field preferred. Experience with high net worth individuals, trusts , pass-through entities, and gift reporting preferred Bachelor's degree required Degree in Accounting, Finance, or related preferred. CPA required (EA or JD may be accepted in lieu of CPA certification) #LI-LE2 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits, click here .
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